Lincoln Financial
Overview
Alternate Locations:
Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home
Work Arrangement:
Hybrid Preferred: Preferred employee will work 3 days a week in a Lincoln office
Relocation assistance:
is not available for this opportunity.
Requisition #:
74772
The Role at a Glance
The AVP, Senior Counsel - Life & Annuities provides legal support to the Lincoln Financial Group business segments that are responsible for designing and administering Lincoln’s individual life and annuity products. Your focus will primarily be on annuity product development, administration and claim activity.
Responsibilities
Advise:
Provide legal advice and support on: - the development and maintenance of Lincoln Financial Group’s individual life and annuity products and services - marketing, sales and distribution to new and existing clients - the legal and compliance aspects of designing and administering life insurance and annuity products
Identify and communicate legal exposure and risk in a timely and proactive manner to internal key senior stakeholders
Act as a “thought leader” who will be sought after for advice, counsel, and judgment
Execute:
Draft and negotiate: - Life and annuity contracts - Fund participation agreements - Contracts with service and distribution partners - Settlement agreements
Advocate Lincoln Financial Group’s position with third parties such as federal and state regulatory bodies and agencies
Prepare and maintain registration statements for Lincoln’s variable life and annuity products
Draft prospectuses and other disclosure documents
Oversee the production of legal research including the use of electronic, hard copy, and internet resources, as necessary
Responsible for effectively managing time sensitive projects across large multi-disciplined and cross functional teams
Select outside counsel and direct them on various legal projects, as appropriate
Analyze:
Review documents and communications prepared for distribution to and/or use by producers and clients
Analyze and communicate changes/developments in the laws applicable to life and annuities (legislative, regulatory, case law)
Maintain current knowledge of legal developments and trends, assess the impact, and ensure that new trends/developments are appropriately incorporated in current/future strategies
What we’re looking for Education
Undergraduate degree; J.D. from an American Bar Association (ABA) approved school and a Member of the Bar in good standing is required
Experience
Experience with Securities Act of 1933 and Investment Company Act of 1940
Minimum of 10+ years’ experience as an attorney preferably either at a law firm or financial services company
Experience with the tax treatment of life and annuities - In-depth knowledge of the legislative and regulatory process, rules, and protocols governing those processes - Working knowledge of computer based legal research and other legal systems. - In-depth understanding of corporate structure, client organization, and business and corporate protocol - Experience reading, interpreting and drafting documents written at the most sophisticated levels such as contracts, prospectuses, policies, and proposals - Experience in a financial services/insurance organization is preferred - Demonstrated ability to recognize and weigh business and legal risks, lead strategically and advance innovative solutions
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
Application Deadline Applications for this position will be accepted through July 31st, 2025, subject to earlier closure due to applicant volume.
What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you?
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
The pay range for this position is $146,501 - $264,700 with
anticipated pay for new hires between the minimum and midpoint of the range
and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Be Aware of Fraudulent Recruiting Activities: If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Additional Information: This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin or disability. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home
Work Arrangement:
Hybrid Preferred: Preferred employee will work 3 days a week in a Lincoln office
Relocation assistance:
is not available for this opportunity.
Requisition #:
74772
The Role at a Glance
The AVP, Senior Counsel - Life & Annuities provides legal support to the Lincoln Financial Group business segments that are responsible for designing and administering Lincoln’s individual life and annuity products. Your focus will primarily be on annuity product development, administration and claim activity.
Responsibilities
Advise:
Provide legal advice and support on: - the development and maintenance of Lincoln Financial Group’s individual life and annuity products and services - marketing, sales and distribution to new and existing clients - the legal and compliance aspects of designing and administering life insurance and annuity products
Identify and communicate legal exposure and risk in a timely and proactive manner to internal key senior stakeholders
Act as a “thought leader” who will be sought after for advice, counsel, and judgment
Execute:
Draft and negotiate: - Life and annuity contracts - Fund participation agreements - Contracts with service and distribution partners - Settlement agreements
Advocate Lincoln Financial Group’s position with third parties such as federal and state regulatory bodies and agencies
Prepare and maintain registration statements for Lincoln’s variable life and annuity products
Draft prospectuses and other disclosure documents
Oversee the production of legal research including the use of electronic, hard copy, and internet resources, as necessary
Responsible for effectively managing time sensitive projects across large multi-disciplined and cross functional teams
Select outside counsel and direct them on various legal projects, as appropriate
Analyze:
Review documents and communications prepared for distribution to and/or use by producers and clients
Analyze and communicate changes/developments in the laws applicable to life and annuities (legislative, regulatory, case law)
Maintain current knowledge of legal developments and trends, assess the impact, and ensure that new trends/developments are appropriately incorporated in current/future strategies
What we’re looking for Education
Undergraduate degree; J.D. from an American Bar Association (ABA) approved school and a Member of the Bar in good standing is required
Experience
Experience with Securities Act of 1933 and Investment Company Act of 1940
Minimum of 10+ years’ experience as an attorney preferably either at a law firm or financial services company
Experience with the tax treatment of life and annuities - In-depth knowledge of the legislative and regulatory process, rules, and protocols governing those processes - Working knowledge of computer based legal research and other legal systems. - In-depth understanding of corporate structure, client organization, and business and corporate protocol - Experience reading, interpreting and drafting documents written at the most sophisticated levels such as contracts, prospectuses, policies, and proposals - Experience in a financial services/insurance organization is preferred - Demonstrated ability to recognize and weigh business and legal risks, lead strategically and advance innovative solutions
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
Application Deadline Applications for this position will be accepted through July 31st, 2025, subject to earlier closure due to applicant volume.
What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you?
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
The pay range for this position is $146,501 - $264,700 with
anticipated pay for new hires between the minimum and midpoint of the range
and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Be Aware of Fraudulent Recruiting Activities: If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Additional Information: This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin or disability. We have a drug free work environment and we perform pre-employment substance abuse testing.
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